Brown Financial Advisors’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Sell	51,485 -1,617	-3%	-$77.4K	0.96%	33
2025 Q1	$2.54M	Buy	53,102 +14,925	+39%	+$713K	1.05%	31
2024 Q4	$1.77M	Buy	38,177 +16,927	+80%	+$783K	0.71%	43
2024 Q3	$1.04M	Sell	21,250 -21,801	-51%	-$1.07M	0.43%	72
2024 Q2	$2.02M	Buy	+43,051	New	+$2.02M	0.9%	31